FCSGX Mutual Fund

NAV$17.47

Returns Overview

1 Month
+6.27%
3 Months
+21.23%
6 Months
+16.19%
YTD
+16.03%
1 Year
+29.64%
3 Years (annualized)
+15.34%
5 Years (annualized)
+6.41%
10 Years (annualized)
+18.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCSGX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+16.03%
Peer Avg (YTD)
+18.52%
vs Peers
-2.50%

FCSGX Mutual Fund Performance

FCSGX performance across multiple time periods: 1-month 6.27%, YTD 16.03%, 1-year 29.64%, 3-year 15.34%, 5-year 6.41%, 10-year 18.51%.

FCSGX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.79%, investors should weigh costs against performance when evaluating this mutual fund.

FCSGX performance comparison shows side-by-side returns with another fund. FCSGX alternatives are available in the Mutual Fund Screener.